Data as of Oct 27, 2026.
Electric vehicle ETFs: what each one holds
See every electric vehicle ETF by what it holds, not by its name. Funds that hold electric vehicle makers, battery and lithium producers, and the self driving technology companies. 8 funds, largest first. Updated Oct 27, 2026. The typical fund carries 21% of its weight in S&P 500 stocks, the 36th most of the 53 themes with holdings on file.
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What these funds actually own
Between them the 8 funds' ten largest holdings name 65 companies, of which 3 appear in more than one.More
TESLA INC is among the ten largest of 5 of them, at an average of 8.7% of the fund.
Electric vehicles and batteries ETFs, the companies their ten largest holdings name. The 15 most widely held of 65. Source: each fund's latest SEC filing or its issuer’s own daily holdings file, read by ETFIQ.
How this is counted
Each row counts the ten largest holdings of each fund, so a fund missing from a row may still hold that company lower down. Weights are of the funds that name it, not of the theme.
Share of each fund's weight in S&P 500 companies. Above half, the fund is mostly the S&P 500.
Dark line: the S&P 500 over the same days, +13.5%. Last column: the gap to each fund's own benchmark, in points.
The 8 largest electric vehicle ETFs
ETFIQ covers 8 electric vehicle ETFs. The largest are DRIV ($351m), IDRV ($121m) and KARS ($64m); fees run 0.35% to 0.69%, as of .
- 1DRIV$351m0.68%Global X Autonomous & Electric Vehicles ETF
- 2IDRV$121m0.48%iShares Self-Driving EV and Tech ETF
- 3KARS$64m0.69%KraneShares Electric Vehicles and Future Mobility Index ETF
- 4FDRV$23m0.39%Fidelity Electric Vehicles and Future Transportation ETF
- 5HAIL$16m0.45%State Street SPDR S&P Kensho Smart Mobility ETF
- 6EVMT$5.0m0.59%Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
- 7CABZ$2.9m0.59%Roundhill Robotaxi, Autonomous Vehicles & Technology ETF
- 8WATS$556,0950.35%Corgi Battery Energy Storage Systems ETF
Every electric vehicle ETF, largest first
Click a column to sortPoints (pts) are percentage points.
| Ticker | Fund | Issuer | Net assets ↓ | In the S&P 500 | Active share | Total return 1Y | vs its benchmark 1Y | Fee |
|---|---|---|---|---|---|---|---|---|
| DRIV | Global X Autonomous & Electric Vehicles ETF | Global X | $351m | 29.2% | 88.7% | +1.1% | not measured | 0.68% |
| IDRV | iShares Self-Driving EV and Tech ETF | iShares | $121m | 8.8% | 98.1% | −18.7% | −31.8 pts vs ACWI | 0.48% |
| KARS | KraneShares Electric Vehicles and Future Mobility Index ETF | KraneShares | $64m | 7.1% | 98.1% | −16.7% | −29.8 pts vs ACWI | 0.69% |
| FDRV | Fidelity Electric Vehicles and Future Transportation ETF | Fidelity | $23m | 21.3% | 97.4% | −12.6% | not measured | 0.39% |
| HAIL | State Street SPDR S&P Kensho Smart Mobility ETF | State Street | $16m | 19.8% | 94.0% | −12.5% | −26.1 pts vs VOO | 0.45% |
| EVMT | Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF | Invesco | $5.0m | 0.0% | 100.0% | +8.3% | not measured | 0.59% |
| CABZ | Roundhill Robotaxi, Autonomous Vehicles & Technology ETF | Roundhill | $2.9m | 41.5% | 85.8% | first traded 286 days ago | · | 0.59% |
| WATS | Corgi Battery Energy Storage Systems ETF | Corgi | $556,095 | 32.9% | 98.1% | first traded 174 days ago | · | 0.35% |
How much of each pair is the same fund
The closest pair is FDRV and IDRV, which hold 34% of their weight in the same companies. The furthest apart is EVMT and WATS at 0%. The middle pair of the 28 is 11%.
Electric vehicle ETFs, the share of each pair’s weight held in the same companies. Read across or down; the number is the same either way. Cells are shaded against the closest pair here, 34%. Source: each fund’s own filed or daily holdings, read by ETFIQ.
How to read the grid
Weight overlap adds the smaller of the two weights for every company both funds hold. Funds with a cut-short book are left out, not compared short.
What each fund holds alone
Electric vehicle ETFs, the largest holding no other fund in the grid holds. Source: ETFIQ.
Questions people ask
- How many electric vehicle ETFs are there?
- ETFIQ covers 8 US listed electric vehicle ETFs as of Oct 27, 2026. That is every one it can measure from the fund’s own published holdings.
- What is the largest electric vehicle ETF?
- DRIV, Global X Autonomous & Electric Vehicles ETF, at $351m in net assets as of Oct 12, 2026, the largest of the 8 electric vehicle ETFs with a published size.
- What is the cheapest electric vehicle ETF?
- WATS, Corgi Battery Energy Storage Systems ETF, at 0.35% a year by its prospectus filed May 14, 2026, the lowest fee of the 8 electric vehicle ETFs that publish one.
- Which electric vehicle ETF has performed best over the past year?
- EVMT, Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF, at +8.3% total return over the year to Oct 27, 2026, the highest of the 6 electric vehicle ETFs with a full year of trading behind them. Past returns do not predict future ones.
- What do electric vehicle ETFs hold?
- Funds that hold electric vehicle makers, battery and lithium producers, and the self driving technology companies. Between them the 8 electric vehicle ETFs ETFIQ can read name 65 companies in their ten largest holdings, by holdings dated May 31, 2026 to Oct 27, 2026, most widely TESLA INC, which is among the ten largest of 5 of them.
- Do electric vehicle ETFs hold the same companies?
- It depends which two. Across the 28 pairs of the 8 electric vehicle ETFs with a full published book, by holdings dated May 31, 2026 to Oct 27, 2026, FDRV and IDRV hold 34% of their weight in the same companies, EVMT and WATS hold 0%, and the middle pair holds 11%. Two funds sold on one theme are not the same fund.
What the issuers say about this theme
About these links
The issuers behind these electric vehicle funds publish their own work on this theme. These are their pages and words, not ETFIQ’s. A fund company writing about a theme it sells is making a case.
Issuer material on this theme. Links leave ETFIQ. Source: each issuer’s own site.
Links are sources, not endorsements. Standards and sources →
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<figure style="margin:0;max-width:640px">
<a href="https://etfiq.com/themes/ev"><img src="https://etfiq.com/assistant/api/embed/theme/ev.svg" alt="Electric vehicles and batteries ETFs, one-year total return to Oct 27, 2026: EVMT +8.3%, DRIV +1.1%, HAIL −12.5%, FDRV −12.6%, KARS −16.7%, IDRV −18.7%." width="640" style="max-width:100%;height:auto"></a>
<figcaption style="font:13px/1.5 sans-serif">Electric vehicles and batteries ETFs, one-year total return to Oct 27, 2026: EVMT +8.3%, DRIV +1.1%, HAIL −12.5%, FDRV −12.6%, KARS −16.7%, IDRV −18.7%. Data: <a href="https://etfiq.com/themes/ev">ETFIQ</a></figcaption>
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ETFIQ, Electric vehicle ETFs: what each one holds, data as of Oct 27, 2026. https://etfiq.com/themes/ev
ETFIQ. (Oct 27, 2026). Electric vehicle ETFs: what each one holds. Retrieved from https://etfiq.com/themes/ev
[Electric vehicle ETFs: what each one holds (ETFIQ, Oct 27, 2026)](https://etfiq.com/themes/ev)
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